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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Evermay Wealth Management
Virginia
$921K -$62.1K -374 -6%
MOS
1202
MGO One Seven
Ohio
$921K +$241K +1,450 +33%
CCM
1203
Chilton Capital Management
Texas
$919K -$78.5K -473 -8%
OFS
1204
Orrstown Financial Services
Pennsylvania
$914K -$5.64K -34 -0.6%
CI
1205
CAZ Investments
Texas
$905K
PC
1206
Port Capital
Illinois
$903K -$319K -1,921 -25%
RCAG
1207
Rehmann Capital Advisory Group
Michigan
$899K -$44.3K -267 -5%
FAN
1208
Financial Advisors Network
California
$896K +$934K +5,624 New
TSW
1209
Thompson Siegel & Walmsley
Virginia
$892K -$104K -628 -10%
HCM
1210
Highlander Capital Management
New Jersey
$878K
SIG
1211
Sargent Investment Group
Maryland
$878K +$915K +5,514 New
WSTAM
1212
Wilbanks Smith & Thomas Asset Management
Virginia
$876K -$6.47K -39 -0.7%
BSPF
1213
British Steel Pension Fund
United Kingdom
$876K +$825K +4,969 New
KLWA
1214
Kelly Lawrence W & Associates
California
$875K -$1.18M -7,137 -57%
HIC
1215
Holderness Investments Company
North Carolina
$870K +$20.9K +126 +2%
CA
1216
Cornerstone Advisory
Maryland
$869K
GC
1217
Garde Capital
Washington
$869K
RCM
1218
RB Capital Management
Nevada
$869K +$2.16K +13 +0.2%
SFG
1219
SevenBridge Financial Group
Pennsylvania
$866K -$2.82K -17 -0.3%
VFA
1220
Valeo Financial Advisors
Indiana
$865K -$130K -782 -13%
RWP
1221
RWA Wealth Partners
Massachusetts
$864K -$22.2K -134 -2%
MWP
1222
Moller Wealth Partners
$861K +$532K +3,204 +149%
WC
1223
Whitney & Co
New York
$857K -$78.8K -475 -8%
BP
1224
Ballentine Partners
Massachusetts
$855K -$390K -2,349 -30%
FPFS
1225
First Personal Financial Services
North Carolina
$855K +$9.96K +60 +1%